David possesses a cross-disciplinary blend of professional experiences that makes him uniquely qualified to serve as a wealth manager. He began his career as a Certified Public Accountant with Ernst & Young, one of the Big Four global, public accounting firms. He then spent more than five years serving as an executive with a privately-held family business. Eventually, he entered the wealth management industry and earned his CERTIFIED FINANCIAL PLANNER™ certification, which involves advanced education, rigorous examination, work experience, and ethical requirements. This designation is widely considered the gold-standard for financial advisors. With his in-depth knowledge of accounting, private business, and financial planning, David offers a broad perspective that adds tremendous value to each client relationship.
David specializes in creating investment strategies not only for wealth accumulation, but also for income needs prior to and during retirement. His other areas of focus include estate planning, college funding for children and grandchildren, and risk management.
David is a Birmingham native and an avid college football fan. Outside of work, you can find him on the golf course, running the local trails, or cheering on his four children’s sports endeavors. He and his wife, Jill, like to be involved, providing support and guidance as their children transition from college into the real world. The family enjoys spending time together at Lake Martin and on the ski slopes of Colorado. They are members of the Cathedral Church of the Advent.
affiliations
Financial Planning Association of North Alabama
Member; Past Board Member: Membership Retention, 2018; Treasurer, 2016-2017; Partnership Director, 2014-2015
Ronald McDonald House Charities of Alabama (RMHCA)
Board Member, 2017-Present; Healing Together Campaign Major Gift Committee, 2016-2017
Children’s Hospital of Alabama’s Committee for the Future: Class of 2010
Monday Morning Quarterback Club
Member, 1997-Present
Mountain Brook Cross Country and Track Booster Club
Past Board Member: President, 2016-2018
education
Wake Forest University, Winston-Salem, NC
Bachelor of Science in Accounting, 1989
Sigma Chi Fraternity
Certified Financial Planner™, 2012